WT
ETJ

Washington Trust’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Washington Trust’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-344
Closed -$4K – 1072
2021
Q2 		$4K Hold
344
– – ﹤0.01% 878
2021
Q1 		$4K Buy
+344
New +$3.64K ﹤0.01% 839

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Washington Trust's ETJ Position: Q3 2021 in Review

Washington Trust sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2021, closing a stake of 344 shares — an estimated $4K sold.

Washington Trust first reported a position in ETJ in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2021.

  • Washington Trust reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2021 after selling out during the quarter.
  • Washington Trust sold 344 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2021, an estimated $4K.
  • Washington Trust first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2021 and held it in 2 quarters.
  • Washington Trust's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $4K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2021.

Based on Washington Trust's 13F filing for Q3 2021, filed 9 Nov 2021.